How to Choose the Right Financial Advisor for Your Business with Matt Byars (Ep. 16)
Are you sure you’ve got the right financial advisor to help navigate your veterinary practice’s future?
Join host Marcia Miller along with Matt Byars as they dig into the critical questions you should ask before hiring a financial advisor, and what to expect once you’re in the partnership. Tune in to hear their personal stories from the clinic and beyond, and discover why alignment, transparency, and trust are as crucial in finance as they are in vet med.
Marcia and Matt discuss:
- Important details to ask a possible advisor about such as education, experience, and investment philosophy
- The importance of clarifying the services offered by advisors
- How to ask about and understand advisor compensation structures
- Meeting frequency and general communication for maintaining a healthy relationship and financial plan
- And more
Resources:
Connect with Marcia Miller:
Connect with Matt Byars:
About Our Guest:
Matt Byars is a seasoned wealth management professional currently working at RFG Advisory whose journey began with a Finance major at UAB, followed by an MBA at Clemson University. He honed his skills on the institutional asset management side for the London Stock Exchange in Charlotte and New York City. Five years later, he realized the missing piece was a connection to community and family, prompting a return to Birmingham.
Now, in collaboration with Marcia, Matt is committed to serving clients in wealth management. Their work over the past few years has been exceptionally rewarding, making a positive impact on clients’ lives. Matt’s expertise, coupled with a genuine dedication to building connections, reflects his commitment to fostering meaningful community relationships.
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